Position in EEX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$292
-$16 QoQ
Shares Held
65
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 71 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EEX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,052,269 across 16 Advertising Agencies names. EEX ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
6,580 | $495,532 | |
| 2 | APP |
AppLovin Corp
|
871 | $346,658 | |
| 3 | DV |
DoubleVerify Holdings, Inc.
|
8,548 | $81,205 | |
| 4 | TTD |
Trade Desk, Inc.
|
2,031 | $46,079 | |
| 5 | QNST |
Quinstreet, Inc
|
2,191 | $26,311 | |
| 6 | ZD |
Ziff Davis, Inc.
|
442 | $18,542 | |
| 7 | MGNI |
Magnite, Inc.
|
766 | $9,098 | |
| 8 | WPP |
WPP plc
|
507 | $7,881 |
All Filings in EEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292 | 65 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $308 | 69 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $386 | 76 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $368 | 76 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $259 | 66 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $101 | 21 | Shares | Sole | 2025-02-10 | |
| 2022-06-30 | $2,051 | 504 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||